the wistia quickstart guidefiles.wistia.com/doc/wistia quickstart guide.pdf · add managers to your...

The Wistia Quickstart Guide

2888.484.7842 http://wistia.com/doc/

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So you’ve signed up for a Wistia account. Welcome! Now what?

Our Quickstart guide is here to help you navigate your account set-up and get start-ed on accomplishing tasks that will bring value to your business. This guide contains: •AwalkthroughofthecrucialscreensinyourWistiaaccount •Detailedinstructionsonthekeytaskstohelpyougetstarted

Have any questions while getting started that aren’t answered here? Check out our documentation at wistia.com/doc/.

production

Jeff, Customer Happiness Guy

http://wistia.com/doc/


The Projects PageThe Projects Page is where you land each time you log into Wistia. From the Projects page, you can open an existing proj-ect, create a new project, or copy a project.

Projects work much like the folders on your computer. Inside, youcankeepmedialikevideos,PDFs,andMP3s.Projectscanbe shared, embedded as playlists, or just used to store media.

Main Screens WalkthoughThe best place to start would be with a quick introduction to the main screens you will be interacting with as you use your account. For each screen, we will give a brief overview of what functions youcanaccomplishthere,andwhereyoucanfindthem.Oneimportant thing to note is that account owners, managers, and users all see different things on each screen in Wistia, based on the privleges they have been given.


Inside a ProjectAftercreating/openingaproject,youcaneditthetitle,openthe individual media inside the project, and leave comments.

From the project actions toolbar, you can do things like copy media, upload new videos, share the project, and embed the project playlist onto your own site.


Inside the Media ViewerFrom within the media viewer, you can watch the video, grab the embed code, or share access to the video directly by link.

TIP: To browse through the different videos contained in a project, usethevideobrowser,whichislocatedabovethe‘MediaActions’drop-down.


Inside Your Account SettingsInsidetheAccountSettingspage,youcancheckyourmonthlyusage,add managers to your account, change your account logo, and update your payment information.

You can also purchase an account if you are currently trialing Wistia.

TheProjectsPage,ProjectList,MediaViewer,andAccountSettingspages are the main pages you need to know to get up-and-running with Wistia. Hopefully you now feel a little more comfortable with the account screens, and are now ready to move on to some tasks.

If you ever have any questions regarding your account, you can alwaysgetaholdofusbyphoneandemail.Additionally,youcanfindinformationonallthetopicsaboveandmoreattheWistia docs.

http://wistia.com/doc/


Early Tasks GuideNow that we’re familiar with the main screens in Wistia, it is time to get down to business! While there are many ways to use Wistia, there are a few basic tasks that are good to know.

In this Section, we will cover:

•ChangingyourAccountLogo•Creating a Project•Changing the Title of a Project•UploadingMediatoaProject•Sharing a Project Privately by Email•EmbeddingaVideoinYourWebsite

OK enough chatter...let’s get started!

Adam,Marketing&SalesNinja


Customizing Your Account LogoIn this task, we will be updating the logo on your account from the standard Wistia logo to a custom image or logo of your choosing.

from this... to this!

To upload your custom logo, choose the “AccountSettings”optionunderthe “Account”tabatthetopofanypageinyour Wistia account. Then, choose the “Uploadyourlogo”button.

When the dialog box appears, it will guide you through the process of uploading and displaying your company logo in your Wistia account.

Creating a New ProjectTo create a new project, hover over the “Actions”menuonthe“MyProjects”page,andselect“NewProject”.Onceyouclick“NewProject”,youwillimmediatelybetakeninto the new project where you can upload content, invite contacts, and edit the project name.

TIP: You must be logged in as a manager to create new projects!


Changing Your Project TitleNow that you’ve created a new Project, you can give it a proper title for easy tracking and searching.

Once you are inside the project, if you hover your mouse over the title oftheproject,youwillseean“edit”indicator pop-up next to the title on the right.

Click anywhere on the project name and you will be in edit mode where you can make changes to the name. Whenfinished,simplyhit‘return’orclick elsewhere on the page and your new project name will be saved.

Adding New Media to a ProjectSo we’ve got a fresh new project with a snazzy title. We need to get some videos in there!

To add new media, select “Upload Media”fromunderthe“ProjectActions”drop-downmenu.Adialogboxwillpop-up,whereyoucanselectwhichfilestoupload from your computer.

Tip: Touploadmultiplefiles,holddownthe‘crtl’(Windows)or‘shift’(Mac)buttonandselectthefilesforupload.

Onceafile(s)hasbeenchosen,youwillseetheprogressofthefileuploaded(like to image to the right).

Tip: If you are having trouble uploading afile,tryusingoursimpleuploader.

Don’tforget!Ifyoueverrunintoproblems,give us a call, 888-494-7842.

Jim,FriendlyDeveloper


Sharing a Project Privately by EmailWe’recookingwithfirenow!Thenewprojectandmediaarelookinggreat! Now, let’s share them with a few select people. Since we want tocontrolexactlywhowatches,wewillusethe“SharebyEmail”function.

From within the project, select “Share Project”underthe‘ProjectActions’drop-down menu.

ASharewindowshouldpop-up,asseenbelow.

Enter the emails of the people you’d like toinviteinthe“Sharewith”box.Assignthe permissions you’d like them to have for this project.

You can allow them to upload, download originalfiles,orsharewithothers.Youcan also choose whether the user needs a password to access the content.

Next, you can customize an email that will be sent to the people you are invit-ing.Onceyouclickthe“Share”buttonthey will be sent the email, containing your personalized message as well as a customized link that will allow them to access your project.

Note: When you share a project with a contact, they will only have access to that project, and will only see the controls you have given them. They will, however, see any sidebar elements and comments inside of the project and media. For more on that, check the Wistia docs or call us, 888-494-7842.


Embedding a VideoIn the last task, we shared the new project privately with a few select people. Now, we’d like to embed one of those videos onto our own website.

First, choose the video you would like to embed.

Once there, choose “</> Embed”fromeitherunderthe video or from the ‘MediaActions’drop-down menu.

This will bring up a dialog which contains the embed code for this video. Changing either one of the dimensions will cause the other dimension to also be changed, maintaining your video’s aspect ratio. Tip: Wistia aspect ratios always need even num-bers.

Once you have the video sized appropriately for your webpage and the appropriate options checked,clickinthe“EmbedCode”boxandcopyalloftheHTMLcode.ThiscodecanthenbepasteddirectlyintotheHTMLdocumentofthewebpage where you wish to embed the video.

Once you have pasted the embed code into the HTMLdocumentandsavedit,reloadthepagein your web browser and the video should then display.

To view the statistics for your embedded video, se-lectthe“Embedtracking”optionunderthe“Stats”tab at the top of any page in your Wistia account.


Nice Work - I’m Impressed!

Ben, Builder of Gears

Congratulations! You’ve completed the Wistia Quickstart Guide! You’ve got the basics of your account covered, and now you’re ready to share some great content.

If you have any confusion about any of the things we discussed, please give us a call, 888-494-7842. We’re here to help!

Best Regards, -Team Wistia

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